+24.7%
UAL vs AFRM
-11.9%
+36.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.9% | -4.7% | -3.0% |
| 7D | +2.3% | -10.3% | +12.5% | +6.7% |
| 30D | +13.3% | -13.7% | +27.1% | +19.9% |
| 3M | -6.3% | -11.6% | +5.3% | -2.4% |
| 6M | +22.5% | +2.1% | +20.4% | +20.1% |
| YTD | +5.9% | -8.9% | +14.7% | +5.7% |
| 1Y | +24.7% | -9.7% | +34.4% | +26.0% |
| All | +24.7% | -11.9% | +36.6% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AFRM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling